See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,852 | $168,632-55.6% | $147,614-49.3% | $125,391-40.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.63% | 77.65%-80.3pp | 61.98%-64.6pp | 282.22%-284.9pp |
| Employer contribution / active EE | $1,209 | $6,252-80.7% | $5,564-78.3% | $4,866-75.2% |
| Participant deferral / active EE | $7,106 | $5,507+29.0% | $4,895+45.2% | $5,352+32.8% |
| Admin fee / account holder | $4,210 | $13,580-69.0% | $11,611-63.7% | $9,540-55.9% |